Optimize your benefits with advice.
The average household loses over $110,000 in potential income by making the wrong Social Security claiming decisions. I can help you get the money you earned and are entitled to.
-Robert Norris
Don’t lose out on hundreds of thousands of dollars in lifetime benefits by making the wrong decision.
You may be able to collect up to one-half of your spouse’s benefits.
You may qualify for Social Security Disability Insurance benefits.
You may decrease your payroll taxes and still receive maximum benefits.
You may qualify to receive Social Security benefits from your ex-spouse.
You may qualify to receive survivor benefits that are greater than your own.
If you are a lawful permanent resident, you may qualify for Social Security.
With hundreds (and sometimes thousands) of filing options, getting the most from Social Security can be a complex decision. As a Registered Social Security Analyst, I can help you answer common retirement questions like:
At the completion of your analysis, you will be provided with a comprehensive planning report outlining your benefit considerations in a way you can easily understand; with instructions for when and how to file, calculations, definitions, and much more.
Bob Norris is the founder and owner of Norris Financial Services. He is a licensed Independent Agent certified in Medicare Insurance as well as providing Life and Health Insurance solutions in Oklahoma and surrounding states. Bob has over 29 years experience and takes pride in helping clients with their insurance needs and is partnered with all the top carriers in the market.
Bob is a Certified Medicare Insurance Planner CMIP®. He is an elite agent who as a designation holder has the knowledge, experience, and ethics necessary to be the top in the field.
Also, Bob is an Investment Adviser with Royal Fund Management LLC. He takes pride in providing comprehensive retirement planning services integrating all aspects of his client’s financial picture in a coordinated effort to provide financial clarity and multi-generational wealth.
Bob is also a Registered Social Security Analyst RSSA®. He has been trained in the basic and complexities of Social Security while meeting NARSSA's ongoing requirements, to be competent and confident when providing you with the support you need when making Social security decisions.
As you can see, Bob offers direction in many areas, including:
Bob and his wife, Denise have 6 children and 18 grandchildren. They enjoy spending family time together, watching football and baseball, and Bob plays recreational hockey.